Civic Intelligence

Michael G Ratte Charitable Foundation

990PF • Fiscal year 2019 • EIN 04-3396856

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 14, 2020

228 Park AvenueWorcester, MA 01609-2248

(508) 757-5675

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

11th percentile

-48%

Higher net margin than 11% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

40th percentile

-2.4%

Faster asset growth than 40% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

44%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$120,228

Down $3,019 (-2.4%) from 2018

Net Assets

Down

$120,228

Down $3,019 (-2.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$6,262

Up $1,906 (+44%) from 2018

Expenses

Up

$9,281

Up $2,068 (+29%) from 2018

Net Income

Down

-$3,019

Down $162 (-5.7%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2010: $155,892Liabilities 2010: $0Net Assets 2010: $155,8922010Assets 2011: $156,523Liabilities 2011: $0Net Assets 2011: $156,5232011Assets 2012: $151,661Liabilities 2012: $0Net Assets 2012: $151,6612012Assets 2013: $147,273Liabilities 2013: $0Net Assets 2013: $147,2732013Assets 2014: $140,154Liabilities 2014: $0Net Assets 2014: $140,1542014Assets 2015: $133,503Liabilities 2015: $0Net Assets 2015: $133,5032015Assets 2016: $128,643Liabilities 2016: $0Net Assets 2016: $128,6432016Assets 2017: $126,104Liabilities 2017: $0Net Assets 2017: $126,1042017Assets 2018: $123,247Liabilities 2018: $0Net Assets 2018: $123,2472018Assets 2019: $120,228Liabilities 2019: $0Net Assets 2019: $120,2282019Assets 2020: $116,212Liabilities 2020: $0Net Assets 2020: $116,2122020Assets 2021: $110,947Liabilities 2021: $0Net Assets 2021: $110,9472021Assets 2022: $104,874Liabilities 2022: $0Net Assets 2022: $104,8742022Assets 2023: $99,353Liabilities 2023: $0Net Assets 2023: $99,3532023Assets 2024: $8,503Liabilities 2024: $0Net Assets 2024: $8,5032024

Highlighted filing

2019

Assets$120,228
Liabilities$0
Net Assets$120,228

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KExpenses 2010: $4,7932010Expenses 2011: $8,1012011Expenses 2012: $10,4992012Revenue 2013: $4,152Expenses 2013: $8,540Net Income 2013: -$4,3882013Revenue 2014: $5,355Expenses 2014: $12,474Net Income 2014: -$7,1192014Revenue 2015: $3,960Expenses 2015: $10,611Net Income 2015: -$6,6512015Revenue 2016: $3,737Expenses 2016: $8,597Net Income 2016: -$4,8602016Revenue 2017: $5,091Expenses 2017: $7,630Net Income 2017: -$2,5392017Revenue 2018: $4,356Expenses 2018: $7,213Net Income 2018: -$2,8572018Revenue 2019: $6,262Expenses 2019: $9,281Net Income 2019: -$3,0192019Revenue 2020: $5,275Expenses 2020: $9,291Net Income 2020: -$4,0162020Revenue 2021: $5,494Expenses 2021: $10,759Net Income 2021: -$5,2652021Revenue 2022: $4,571Expenses 2022: $10,644Net Income 2022: -$6,0732022Revenue 2023: $4,747Expenses 2023: $10,268Net Income 2023: -$5,5212023Revenue 2024: $9,922Expenses 2024: $100,772Net Income 2024: -$90,8502024

Highlighted filing

2019

Revenue$6,262
Expenses$9,281
Net Income-$3,019
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 14, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER DUBUQUETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Michael G Ratte Charitable Foundat
EIN
04-3396856
Phone
5087575675
Address
228 PARK AVENUE, WORCESTER, MA 01609-2248

Signing Officer

Name
Roger Dubuque
Title
Trustee
Phone
5087575675
Signed
2020-04-14

Preparer

Firm
Goulet Salvidio & Associates Pc
Address
324 GROVE ST, WORCESTER, MA 01605
Preparer
James R Dube CPA
Phone
5087575957
Raw XML Appendix301 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt22011-11
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1AF US GOVERNMENT MONEY MARKET
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3019
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0117
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09281
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01281
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-11-03
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22011-11-03
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0469
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt02042
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06704
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROGER DUBUQUE
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICANTS MUST SUBMIT A LETTER TO THE TRUSTEE STATING REASONS WHY THEY WOULD BE WORTHY OF A SCHOLARSHIP. BY JUNE 30 OF THE YEAR APPLICANTS GRADUATE FROM DOHERTY HIGH SCHOOL. APPLICANTS MUST BE GRADUATES OF DOHERTY HIGH SCHOOL, WHO LIVE IN THE TATNUCK SQUARE AREA OF WORCESTER, MA. THEY MUST BE EXEMPLARY CITIZENS WHO ARE ACTIVE IN THE COMMUNITY. THEY MUST BE INVOLVED IN SIMILAR CHARITABLE AND EDUCATIONAL ORGANIZATIONS THAT MICHAEL G. RATTE SERVED IN, SUCH AS CHRIST THE KING CHURCH, BOY SCOUTS OF AMERICA, AND TATNUCK LITTLE LEAGUE ASSOCIATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROGER DUBUQUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05087575675
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0228 PARK AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WORCESTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd001609
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SEE STATEMENT FOR LINE 2A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE STATEMENT FOR LINE 2A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt08000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDE COMMUNITY HEALTH SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VISITATION HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0119 ENDICOTT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WORCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001610
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06599
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06599
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0528
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0339
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01305
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt04482
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt04482
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06461
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01401
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0528
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0339
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01305
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02888
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01401
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010943
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09542
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0114
TaxesSchedule/TaxesDetail/Amt035
TaxesSchedule/TaxesDetail/Amt182
TaxesSchedule/TaxesDetail/CategoryTxt0MA PC FORM
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER DUBUQUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087575675
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MICHAEL G RATTE CHARITABLE FOUNDAT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0043396856
ReturnHeader/Filer/PhoneNum05087575675
ReturnHeader/Filer/USAddress/AddressLine1Txt0228 PARK AVENUE
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0016092248
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0618C46EF13C0869C53DA4E3DB4C683D38591FD9C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3B60A3D819F52CA029C0777CEFE694CD037E4EC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.9.147.211
ReturnHeader/FilingSecurityInformation/IPDt02020-04-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:04:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0042623065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOULET SALVIDIO & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0324 GROVE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WORCESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001605
ReturnHeader/PreparerPersonGrp/PhoneNum05087575957
ReturnHeader/PreparerPersonGrp/PreparationDt02020-04-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R DUBE CPA
ReturnHeader/ReturnTs02020-04-30T11:04:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.10$1.01$0.91
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.05$0.10$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.05$0.11$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.05$0.11$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.05$0.09$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.06$0.09$0.03
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.23$0.00$1.23$0.04$0.07$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.00$1.26$0.05$0.08$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.04$0.09$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.04$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.12$0.07
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.47$0.00$1.47$0.04$0.09$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.10
2011Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.05